CFP®-certified financial advisors in Salina, KS

Joshua Chapman is a financial advisor at Ameriprise with six years of industry experience. Prior to joining Ameriprise in 2020, he worked with the Kansas State University Foundation and Kansas State University. He serves on the Board of Finance for First Covenant and is the Treasurer for the Salina chapter of Ducks Unlimited. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Julie Weems is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. She has been with Cambridge since 2007. Outside of her advisory role, she serves as secretary for two local businesses and is involved as an owner or bookkeeper in several family and other business entities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services delivered through a network of independent professionals, utilizing both proprietary and third-party model strategies.

Lance Billings is a financial advisor at RFG Advisory, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Waddell & Reed, Inc. for 32 years prior to joining RFG Advisory. He is also president of Billings Group S Corp, where he serves on the board of directors. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients across individual, high-net-worth, trust, retirement plan, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base including investment companies and state and municipal entities.

Jamie Pedigo is a Series 66 licensed financial advisor with Edward Jones, based in Salina, KS. He has one year of experience at Edward Jones and a diverse background in healthcare and community services, including roles at Central Kansas Mental Health Center and Sunflower Health Plan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Eric Hawk is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Bank VI, and various insurance carriers. Hawk has been involved with the Salina Area Young Professionals and maintains activities related to non-variable insurance brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by model portfolios, research, and technology-driven strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.